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The AF Form 1768 serves as a critical tool for documenting the annual review of certain organizational activities within the U.S. Air Force framework. This form stipulates necessary submissions to comply with AFI 34-223, ensuring transparency and accountability. It requires a balance sheet, an operating statement, and a list of current officers, all meant to uphold the integrity of the organization. Other essential documents include a treasurer’s acceptance statement, the current year budget, a waiver to liability insurance, and a revised constitution and by-laws, which must be validated at least every two years. Each section of the form includes designated tabs for organization and reference, making it easy to navigate the required paperwork. Additionally, it provides space for written recommendations and contact details for any questions related to the activity, fostering clear communication. Following protocol is crucial for any organization, and this form encapsulates the necessary steps for compliance, ensuring that all stakeholders remain informed and involved.

Af 1768 Example

S T A FF S U M M A R Y S H EET

TO

ACTION

SIGNATURE (SURNAME), GRADE AND DATE

TO

ACTION

SIGNATURE (SURNAME), GRADE AND DATE

375

Coord

 

 

 

 

1

 

 

 

6

 

 

SVS/SVF

 

 

 

 

 

 

375

Coord

 

 

 

 

2

 

 

 

7

 

 

AW/JA

 

 

 

 

 

 

375

Approve

 

 

 

 

3

 

 

 

8

 

 

MSG/CC

 

 

 

 

 

 

375

File

 

 

 

 

4

 

 

 

9

 

 

SVS/SVF

 

 

 

 

 

 

5

 

 

 

10

 

 

 

 

 

 

SURNAM E OF ACTION OFFICER AND GRADE

SYM BOL

PHONE

TYPIST’ S

SUSPENSE DATE

 

 

 

 

 

INITIALS

 

SMSgt Jones

 

 

375 SVS/SV

256-1234

jpj

 

SUBJ ECT

Annual Review for ______________(Name of Organization)

DATE

SUM M ARY

1.In accordance with AFI 34-223, the following documents are submitted to meet annual review requirements:

a.Balance sheet as of ______ (Tab 1)

b.Operating statement for year ending ______(Tab 2)

c.List of current officers (Privacy Act Statement) (Tab 3)

d.Copy of treasurer acceptance statement (Tab 4)

e.Copy of current year budget (Tab 5)

f.Waiver to liability insurance (Tab 6)

g.Revised constitution and by-laws (Tab 7 - note constititution must be revalidated at least every 2 years).

2.If there are any questions concerning this activity, please contact _______ at _______

3.RECOMMENDATION: 375 MSG/CC approve the waiver to liability insurance and the attached constitution (if applicable).

ROBERT K. SMITH, Major, USAF

7 Tabs

President, 375 SVS/SV Booster Club

1.

Balance Sheet

 

2.

Operating Statement

 

3.

Privacy Act Statement

 

4.

Treasurer Acceptance

 

5.

Budget

 

6.

Liability Waiver

 

7.

Constitution

AF FORM 1768, 19840901 (EF-V5)

PREVIOUS EDITION WILL BE USED.

Form Characteristics

Fact Name Detail
Form Purpose The AF 1768 form is used for annual reviews of certain organizations within the Air Force.
Governing Law The form operates under AFI 34-223, which outlines requirements for annual reviews.
Required Documents Submit a balance sheet, operating statement, list of current officers, and more to complete the review.
Privacy Consideration Included in the review documents is a Privacy Act Statement to protect personal information.
Submission Timeline The organization must ensure that documents are submitted in accordance with annual review deadlines set by the Air Force.
Approval Authority The final approval for waivers and related documents is given by the appropriate commander, such as the 375 MSG/CC.

Guidelines on Utilizing Af 1768

After gathering the necessary documents and understanding the requirements, you are ready to fill out the AF Form 1768. This form helps document your submission and provides a structured way to present your materials for annual review.

  1. Begin with the Staff Summary Sheet at the top of the form, where you will enter the name of the action officer and their grade.
  2. In the next section labeled To Action Signature, provide the surname, grade, and date for each listed individual.
  3. Fill out Balance sheet information as of the specific date in the designated space (Tab 1).
  4. Complete the Operating statement for the year ending on the indicated date (Tab 2).
  5. List the current officers in compliance with the Privacy Act Statement (Tab 3).
  6. Include a copy of the treasurer acceptance statement (Tab 4).
  7. Attach the current year budget (Tab 5) to the form.
  8. Provide a waiver to liability insurance (Tab 6) and ensure it is clearly marked.
  9. If applicable, submit a revised constitution and by-laws and note that the constitution must be revalidated every two years (Tab 7).
  10. Indicate any individuals to contact for questions, including their name and phone number.
  11. Conclude by writing the recommendation, stating that the 375 MSG/CC approve the waiver to liability insurance and the attached constitution if necessary.
  12. Finally, ensure the document is signed by the major and include their title and organization.

What You Should Know About This Form

What is the purpose of the AF Form 1768?

The AF Form 1768 serves as a staff summary sheet required for annual reviews within the United States Air Force. It facilitates the submission of necessary documents for review, ensuring compliance with Air Force Instruction AFI 34-223 regarding organizational financial documentation. The form helps streamline the validation process for various financial statements and reports.

What documents must be submitted with the AF Form 1768?

To comply with the annual review requirements outlined in AFI 34-223, several documents must accompany the AF Form 1768. These include: a balance sheet, an operating statement for the year ending specified, the list of current officers (with a privacy act statement), a copy of the treasurer acceptance statement, the current year budget, a waiver to liability insurance, and a revised constitution and by-laws. The constitution must be revalidated at least every two years.

Who signs the AF Form 1768?

The AF Form 1768 requires signatures from various officials, including the action officer and higher authority such as the group commander. In the example provided, individuals are designated by their surname, grade, and date, highlighting the chain of command involved in the review and approval process.

What should be done if there are questions about the submission?

If there are any questions concerning the annual review activity submitted with the AF Form 1768, the form instructs that the reviewer should reach out to a designated contact person listed on the form. This individual will have the necessary information regarding the submission and its contents.

How often is the constitution and by-laws required to be revalidated?

The constitution and by-laws must be revalidated at least every two years. This requirement ensures that the governing documents of the organization remain current and compliant with any changes in regulations or organizational structure.

What is the significance of the waiver to liability insurance?

The waiver to liability insurance is a critical component of the annual review process. It provides a way for organizations within the Air Force to acknowledge their understanding of liability matters and to formally request permission to operate without certain insurance protections. Approval of this waiver is contingent upon the recommendations documented in the AF Form 1768.

Who is responsible for the completion of the AF Form 1768?

The responsibility for completing the AF Form 1768 typically lies with the designated action officer, in this case, indicated as SMSgt Jones. The officer is tasked with ensuring that all required documents are gathered and submitted correctly, facilitating a smooth review process by the appropriate authorities.

Common mistakes

Filling out the AF Form 1768 can seem straightforward, but there are common pitfalls that many individuals encounter. Recognizing these mistakes can help ensure that the form is completed accurately and efficiently.

One common error is entering incorrect names or titles in the SUBJECT line. It's crucial to provide the exact name of the organization and make sure the spelling is correct. This is often overlooked and can lead to confusion down the line.

Another frequent mistake is not including all required documents. The form specifies certain attachments, such as the balance sheet and operating statement. Omitting any of these tabs can stall the review process, necessitating resubmission.

People often forget to fill in the suspense date and contact information for follow-up inquiries. Leaving these sections blank can delay coordination and responses, causing unnecessary complications.

Some individuals fail to secure the necessary signatures before submission. Missing signatures can prevent the form from being processed and may result in delays. It's always best to double-check that every required signature is in place.

Errors in the phone number of the action officer are also common. Since this number is vital for communication, ensure it's accurate. A wrong digit could mean lost time trying to contact the right person.

Another mistake revolves around the recommendation section. Submitting a generic recommendation instead of one tailored to the specific situation can leave an impression of negligence. Crafting precise recommendations enhances the document's effectiveness.

Moreover, many neglect to validate the constitution if it has not been reviewed in the last two years. Outdated documents can lead to compliance issues with AFI 34-223. Ensuring everything is current is essential.

Lastly, rushing through the review process can result in various mistakes, including grammatical errors or formatting issues. Taking the time to review and correct the final document can greatly improve its clarity and professionalism.

By avoiding these common mistakes, individuals can enhance their chances of a smooth submission process for the AF Form 1768. Careful attention to detail pays off in the long run, making a significant difference in efficiency and compliance.

Documents used along the form

The AF Form 1768 is a critical document used in the annual review process for various organizations. When submitting this form, several additional forms and documents are often required to ensure compliance with internal regulations and provide a comprehensive view of the organization's financials and governance. Below is a list of documents commonly submitted alongside the AF Form 1768, along with brief descriptions of each.

  • Balance Sheet: This document summarizes the organization's financial position at a specific date, detailing assets, liabilities, and equity. It provides a snapshot of what the organization owns and owes.
  • Operating Statement: Also known as an income statement, this form outlines the revenues and expenses over a particular period, helping to assess the organization's financial performance.
  • List of Current Officers: This document includes names and positions of individuals currently serving in leadership roles. It is important for transparency and accountability, and it often includes a Privacy Act Statement to protect personal information.
  • Treasurer Acceptance Statement: This statement serves as an acknowledgment from the treasurer, confirming their agreement to oversee the financial responsibilities of the organization.
  • Current Year Budget: The budget outlines the projected income and expenses for the upcoming year. It is essential for planning and financial management, guiding the organization's spending decisions.
  • Waiver to Liability Insurance: This document requests an exemption from required liability insurance, usually under specific conditions. It is pivotal for assessing risk management practices.
  • Revised Constitution and By-Laws: This document contains the rules and governance structure of the organization. It must be updated and revalidated at least every two years to remain relevant and lawful.
  • Privacy Act Statement: This is typically included when collecting personal information. It informs individuals about how their data will be used and protected, ensuring compliance with privacy regulations.

These forms support the AF Form 1768 in providing a complete picture of the organization's governance and financial health. Each document plays a distinct role in ensuring that the organization meets regulatory requirements while maintaining transparency and accountability.

Similar forms

  • AF Form 1741: This form is used for recommendations on personnel actions. Like AF 1768, it organizes information for review and requires a sign-off from a higher authority.
  • DD Form 2875: This is a system authorization request for access to Department of Defense systems. Both forms collect necessary data for authorization and require appropriate signatures to validate the submission.
  • AF Form 1206: Used for award nominations, this form collects information about accomplishments over a specific period. Similar to AF 1768, it presents structured information for evaluation and requires endorsements.
  • AF Form 4886: This form documents records of student eligibility for Air Force academies. It shares a structured approach to data entry and requires authoritative approval.
  • AF Form 1042: This one is applied for medical recommendations regarding airborne operations. Both forms necessitate comprehensive details, culminating in a final decision by a responsible party.
  • AF Form 102: A waiver request for various regulatory compliance issues. Like AF 1768, it summarizes essential information and is subject to higher authority’s approval.
  • AF Form 699: Used for project requests. It gathers data needed for project initiation, similar in format and function to AF 1768 for organizational annual reviews.
  • DA Form 31: This is a request for leave form. Both require personal information and official approval, usually from a commanding officer.
  • SF 86: The Questionnaire for National Security Positions is used to gather information for background checks. Its structured format is akin to AF 1768 in compiling necessary information for evaluations.
  • AF Form 797: Used for job qualification standards, this form outlines necessary qualifications for roles, resembling AF 1768 in its emphasis on approval processes and reviews.

Dos and Don'ts

Filling out the AF Form 1768 is an important step in maintaining compliance for your organization. Understanding the do's and don'ts can make the process smoother and more efficient. Here are some tips to keep in mind:

  • Do read the instructions carefully before starting. Familiarity with the requirements will save you time.
  • Do provide complete and accurate information. Double-check your entries to avoid mistakes.
  • Do ensure that all required documents are attached. Missing documents can delay the review process.
  • Do follow the formatting guidelines provided. Adhering to these can help keep your submission professional.
  • Don't leave any sections blank unless instructed to do so. Incomplete forms can be rejected.
  • Don't ignore deadlines. Submit your form and documents on time to avoid penalties.
  • Don't provide personal information that is not required. This helps you avoid unnecessary privacy concerns.

By following these guidelines, you can help ensure that your AF Form 1768 is completed correctly and efficiently. Take your time to prepare and you'll make the review process much easier.

Misconceptions

  • Misconception 1: The AF Form 1768 is a discretionary document.
  • In reality, the use of the AF Form 1768 is mandatory for annual reviews as per AFI 34-223. It ensures compliance with regulatory requirements.

  • Misconception 2: Only financial documents need to be submitted.
  • The form requires various documents including balance sheets, operating statements, and revised by-laws, not just financial records.

  • Misconception 3: The constitution and by-laws do not require frequent updates.
  • It's essential to revalidate the constitution at least every two years to maintain compliance and effectiveness.

  • Misconception 4: Anyone can submit the form without authorization.
  • Approval must come from the appropriate authority, typically indicated in the recommendation section of the form.

  • Misconception 5: The AF Form 1768 only needs to be submitted once.
  • This form is required annually, based on the timeline of the organization's operational activities.

  • Misconception 6: Contact information is optional.
  • Providing a contact person is crucial for addressing questions or issues regarding the submitted documents.

  • Misconception 7: The AF Form 1768 does not require a specific format for submission.
  • The completed form must adhere to the structure outlined in AFI 34-223 for it to be valid and processed correctly.

Key takeaways

The AF 1768 form is an important tool for organizations within the United States Air Force, primarily used for annual reviews and approvals. Here are key takeaways to consider when filling it out and utilizing it:

  • Organization Information: Clearly state the name of the organization for which the annual review is being conducted. This ensures proper identification and processing.
  • Documentation Requirement: Include all necessary documents as per AFI 34-223. This includes a balance sheet, operating statement, and other relevant paperwork, which must be attached as tabs.
  • Privacy Act Compliance: Ensure to provide a Privacy Act Statement when listing current officers. This protects personal information in accordance with privacy regulations.
  • Liability Insurance: If a waiver for liability insurance is being requested, it should be explicitly stated. This must be approved by the appropriate authority, typically the 375 MSG/CC.
  • Constitution Revalidation: Remember that the organization’s constitution must be revalidated at least every two years. Documentation should include any revised versions.
  • Contact Information: Provide a clear point of contact for any questions related to the activity. This simplifies communication and facilitates any follow-up inquiries.
  • Signature Requirement: Ensure that all required personnel sign the form. This includes both action officers and reviewing authorities. Their signatures confirm agreement and approve the submissions.
  • Submission Deadline: Be mindful of suspense dates for submission. Meeting these deadlines is crucial for timely processing and approval of the review.

By following these key points, users can ensure the AF 1768 form is completed accurately and effectively, streamlining the review process within their organization.